ServiceNow (NYSE: NOW) investors may be concerned with the company spending $7.75 billion on buying Armis, but its CEO remains confident the deal will prove positive in the long run. ...

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Uh let's get let's get more about this deal. Just so people know this is Service Now uh buying uh Amos and Armis and that's to expand cyber exposure. So let's go right to it. Uh this is a CNBC exclusive. Bill, welcome back to Squawk on the Street. >> Thank you very much, Jim. >> Okay, so Bill, why do you need to do this? You've come on many, many times and said, "Look, we are the single source of truth. We've got the AI control tower for business. Why do you need to have a layer of of cyber security.Because ...

US enterprise software company ServiceNow (NYSE: NOW) announced today that it is acquiring Israeli cybersecurity company Armis for $7.75 billion in cash. This is one of the biggest cybersecurity deals signed in Israel in recent years and the fourth biggest ever. "Globes" understands that in addition to the payment, the deal includes bonuses worth hundreds of millions of dollars to Armis employees to stay in their jobs, which takes the value of the overall deal over $8 billion. ServiceNow provides software ...

Core Insights - ServiceNow is acquiring Armis to enhance its cybersecurity capabilities and expand its digital service offerings [1][2] - The company has consistently achieved over 20% revenue growth for the past decade, indicating strong financial health and growth potential without the need for acquisitions [2] - The acquisition will enhance ServiceNow's configuration management database, which is a key competitive advantage, by allowing automatic discovery and inventory of connected assets [3] Company Strategy - The integration of operational technology (OT) and Internet of Things (IoT) into ServiceNow's platform will create a unique AI control tower that drives workflow actions across various environments [4] - The acquisition is seen as a major growth accelerator, positioning ServiceNow as a potential trillion-dollar company [5] - ServiceNow aims to reinvent the employee experience through Agentic AI, streamlining information requests and decision-making processes [6] Market Position - ServiceNow has established a substantial competitive moat with 75 billion workflows currently in progress and trillions of transactions processed [7] - The company is focused on managing both human and non-human identities within its platform, enhancing its capabilities in cloud environments [6]

The all-cash deal to acquire cybersecurity company is expected to close in the second half of 2026. ...

Core Viewpoint - ServiceNow has agreed to acquire cybersecurity startup Armis for approximately $7.75 billion in cash, aiming to capitalize on the increasing demand for AI security [1] Group 1 - The acquisition price of Armis is set at about $7.75 billion [1] - This strategic move is intended to leverage the growing market for AI security solutions [1]

ServiceNow has reached a deal to buy the cybersecurity startup Armis in a deal valued at $7.75 billion, representing its largest acquisition to date. https://t.co/RMAQdOPemc ...

Core Viewpoint - ServiceNow has announced the acquisition of cybersecurity startup Armis for $7.75 billion in cash, aiming to enhance its offerings and attract new customers amid increasing cybersecurity risks [1] Company Summary - The acquisition of Armis is part of ServiceNow's strategy to expand its portfolio in the cybersecurity sector [1] - This move reflects ServiceNow's commitment to addressing the growing demand for cybersecurity solutions in the enterprise software market [1] Industry Summary - The deal highlights the increasing importance of cybersecurity in the enterprise software industry, as companies seek to mitigate risks associated with cyber threats [1] - The acquisition is expected to position ServiceNow favorably in a competitive landscape where cybersecurity is becoming a critical focus for businesses [1]

Core Viewpoint - ServiceNow is set to acquire cybersecurity startup Armis for $7.75 billion, enhancing its cybersecurity capabilities and significantly expanding its market opportunity in security and risk solutions [1][2]. Group 1: Acquisition Details - The acquisition deal is valued at $7.75 billion and is expected to close in the second half of next year, financed through a combination of cash and debt [1][2]. - The acquisition will more than triple ServiceNow's market opportunity for security and risk solutions, positioning the company strongly in the cybersecurity sector [1]. Group 2: Strategic Implications - ServiceNow aims to deliver a comprehensive cybersecurity shield for real-time, end-to-end proactive protection across all technology estates in collaboration with Armis [2]. - The acquisition aligns with the growing importance of cybersecurity in the age of artificial intelligence, indicating a strategic move to enhance ServiceNow's offerings in this critical area [1][2]. Group 3: Financial Context - Prior to the announcement, shares of ServiceNow fell approximately 2% [2]. - Armis had previously raised $435 million at a valuation of $6.1 billion, indicating its significant market presence and potential [3].